In the next of a new series of articles based on the latest meeting of the Intelliﬂo GDPR Working Group on the ramifications of the GDPR for financial advice firms, Rob Walton considers the issue of connected individuals
A particular sticking point the Working Group arrived at in connection with the General Data Protection Regulation (GDPR) related to the processing of an individual's data where they have not been present...
100 new clients
Achievements, charity work and other happy snippets
Square Mile’s series of informal interviews
Partner Insight: The rise in demand for DFM and multi manager solutions has been largely driven by new mandates from the regulator, says James Bampton, head of UK intermediary distribution at Architas